Secure Tomorrow, Together.

Every business has a story. Our boutique approach prioritizes relationships over transactions, customized care over corporate templates, and a future that respects your legacy while delivering results.

Meet the Managing Partner

Derrick Shao

I bring a lifetime of dedication to this profession—my dream and destination since childhood. My proven track record speaks volumes: I successfully guided my family's practice to a smooth retirement during the challenging COVID era, completing a remarkable 3-year turnaround that exceeded all expectations.

I expanded our team to include 10 additional practitioners while quadrupling revenue—all while navigating unprecedented healthcare challenges. I bring this same strategic vision and hands-on approach to every practice I partner with.

What truly sets me apart is my commitment to community and continuity.

Where larger firms offer standardized solutions, I provide personalized strategies tailored to your specific practice needs. I'm not just passing through—I'm invested in our shared long-term success and deeply committed to preserving the care standards you've established. When you work with me, you gain a partner who moves with both agility and precision, honoring your legacy while securing your future.

Proven track record

Delivering consistent, successful outcomes, showcasing in every project we undertake.

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Strategic Advisors

Partnering with key industry experts and experienced professionals to achieve remarkable results.

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The process is intentionally seamless, minimizing disruption to your daily operations while methodically implementing necessary changes. I personally oversee each step, ensuring clear communication and consistent progress without the bureaucratic delays that plague larger firms.

Customized solutions

Human-Scale, Future-Ready Exits.

We're committed to seamless transitions, and a seamless process.

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